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Discussion Planner 2

This document provides a framework for planning discussions with individuals or teams. It includes sections to identify the objective, measure success, consider personal characteristics, note opportunities and challenges, plan an approach using key principles, provide interaction guidelines, reflect on the discussion, agree to ongoing observation and feedback. The overall goal is to have a structured yet personalized discussion to achieve desired results.

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Mirza Fahad
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517 views5 pages

Discussion Planner 2

This document provides a framework for planning discussions with individuals or teams. It includes sections to identify the objective, measure success, consider personal characteristics, note opportunities and challenges, plan an approach using key principles, provide interaction guidelines, reflect on the discussion, agree to ongoing observation and feedback. The overall goal is to have a structured yet personalized discussion to achieve desired results.

Uploaded by

Mirza Fahad
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
  • Discussion Planner: Provides a template for planning discussions, including objectives, personal needs, and opportunities.
  • Key Principles and My Approach: Outlines key principles for communication and planning space for personal approach.
  • Interaction Guidelines: Details step-by-step guidelines for conducting interactions, focusing on opening, clarifying, and developing dialogue.
  • Ongoing Observation, Feedback, and Support: Outlines strategies for providing feedback and monitoring performance, including agreed actions and evaluation metrics.
  • STAR Feedback Format: Offers a format to record task situations with actual versus alternative actions and results.

DISCUSSION PLANNER

Discussion with: Date:

What do you want to discuss? Why is it important?

What is your objective(s) for this discussion?

How will you know whether the person / team has accomplished the task or is achieving desired results
after the discussion? How will it progress or success be measured?

What are the personal needs, tendencies, or characteristics of this person / team that you need to consider?

What are the opportunities / challenges in this discussion or the underlying situation?

Opportunities Challenges
KEY PRINCIPLES MY APPROACH
Use this space to plan your approach.
Esteem
 Be specific and sincere

Empathy
 Describe facts and feelings

Involvement
 Unleash ideas with questions

Share
 Disclose feelings to build trust

Support
 Help the person / team make
decision, but don’t take over

INTERACTION GUIDELINES
Make procedural
* 1. OPEN suggestions
• State purpose of discussion
Check for
• Identify importance (impact on/benefits to person, team, organization)
understanding

* 2. CLARIFY Make procedural


• Seek and share information about the situation / task suggestions
• Identify issues and concerns Check for
understanding
Make procedural
* 3. DEVELOP suggestions
• Seek and discuss ideas
Check for understanding
• Explore needed resources / support

* 4. AGREE
• Specify actions, including contingency plans if appropriate
Make procedural
• Confirm how to measure progress
suggestions
Check for understanding

* 5. CLOSE
• Highlight important features of plan
• Confirm confidence and commitment Check for understanding

REFLECTING ON THE DISCUSSION

• What one thing did I say or do particularly effectively (for example, to identify purpose and
importance or use Key Principles)?

• What one thing could I say or do more effectively next time?


ONGOING OBSERVATION, FEEDBACK, AND SUPPORT

Actions we agreed to (who will do what by when):

Person / Team Me / Others

Ways we’ll observe performance: Feedback on performance (STARs)


Situation / Task  Action  Results
Periodic updates
Direct observation (me or others)
Self-report
Other

Ways we’ll measure results:

• Quality – Direct observation (me, partners,


customers), customer survey results, error
rate, number of orders filled correctly,
amount of rework, other

• Quantity – Units produced, sales made,


number of calls taken/ placed, downtime,
billable hours, other

• Cost – Cost of scrap, actual vs. allowed


expenses, expenditures vs. budget, cost per
unit produced, other

• Timelines – Deadlines met, response time, Timely  Balanced  Specific


processing time, milestones met, weekly
targets met, other
A STAR for Date:

Situation or Task:

ACTUAL ALTERNATIVE
Action Action

Result Result

Recorded by :

Cc :

Discussion with: Date: What do you want to discuss? Why is it important? What is your objective(s) for t
KEY PRINCIPLES MY APPROACH Esteem  Be specific and sincere Empathy  Describe facts and feelings Involvemen
* 3. DEVELOP • Seek and discuss ideas • Explore needed resources / support * 4. AGREE
ONGOING OBSERVATION, FEEDBACK, AND SUPPORT Actions we agreed to (who will do what by when): Person / Team
A STAR for Date: Situation or Task: ACTUAL

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